Job Description
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.
Job Title: Operations Associate
Job Type: Full-Time
Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107
Reports To: Operations Manager
Job Overview
Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication
Responsibilities and Duties
+ Operational Duties
+ Follow necessary steps for investment account creation
+ Continuous follow up on outstanding requirements during account creation and account funding
+ Communicate over the phone and email to gather requirements for account creation
+ Add...
Job Title: Operations Associate
Job Type: Full-Time
Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107
Reports To: Operations Manager
Job Overview
Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication
Responsibilities and Duties
+ Operational Duties
+ Follow necessary steps for investment account creation
+ Continuous follow up on outstanding requirements during account creation and account funding
+ Communicate over the phone and email to gather requirements for account creation
+ Add...
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